NorthWestern Energy Group, Inc.
NWE- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001993004
No open-market purchases or sales by NorthWestern Energy Group, Inc. insiders were filed in the last 90 days; 376 institutions reported holding it in 13F filings for Q2 2026, worth $4.21B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in NorthWestern Energy Group, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 335
- −6 vs. Q1 2025
- Shares held
- 60.5M
- +1.32M (+2.2%) vs. Q1 2025
- Total value
- $3.11B
- −$315.0M (−9.2%) vs. Q1 2025
- New holders
- 42
- 129 more added
- Sold out
- 48
- 113 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 376 | $4.21B |
| Q1 2026 | 373 | $3.94B |
| Q4 2025 | 358 | $3.86B |
| Q3 2025 | 329 | $3.37B |
| Q2 2025 | 335 | $3.11B |
| Q1 2025 | 344 | $3.43B |
| Q4 2024 | 323 | $3.22B |
| Q3 2024 | 313 | $3.38B |
| Q2 2024 | 298 | $2.95B |
| Q1 2024 | 302 | $3.00B |
| Q4 2023 | 278 | $3.05B |
| Q3 2023 | 274 | $2.85B |
| Q2 2023 | 290 | $3.31B |
| Q1 2023 | 291 | $3.37B |
| Q4 2022 | 301 | $3.38B |
| Q3 2022 | 287 | $2.78B |
| Q2 2022 | 280 | $3.37B |
| Q1 2022 | 275 | $3.47B |
| Q4 2021 | 281 | $3.27B |
| Q3 2021 | 265 | $2.82B |
| Q2 2021 | 262 | $2.90B |
| Q1 2021 | 251 | $3.13B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding NorthWestern Energy Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,746,228 | $448.7M | 0.01% | −466,077−5.1% | Reduced |
| Vanguard Group Inc | 6,951,014 | $356.6M | 0.01% | +176,649+2.6% | Added |
| American Century Companies Inc | 2,952,214 | $151.4M | 0.08% | −7,530−0.3% | Reduced |
| State Street Corp | 2,594,485 | $133.1M | 0.00% | +12,530+0.5% | Added |
| River Road Asset Management, LLC | 2,299,153 | $123.5M | 1.57% | −76,852−3.2% | Reduced |
| Geode Capital Management, LLC | 1,577,465 | $80.9M | 0.01% | +7,684+0.5% | Added |
| Franklin Resources Inc | 1,334,017 | $68.4M | 0.02% | +11,084+0.8% | Added |
| Macquarie Group Ltd | 1,308,991 | $67.2M | 0.08% | +35,913+2.8% | Added |
| Neuberger Berman Group LLC | 1,273,999 | $65.3M | 0.05% | +297,057+30.4% | Added |
| Bank of America Corp | 1,222,376 | $62.7M | 0.01% | +484,266+65.6% | Added |
| FMR LLC | 1,207,479 | $61.9M | 0.00% | +223,116+22.7% | Added |
| Systematic Financial Management LP | 1,145,309 | $58.8M | 1.57% | +30,471+2.7% | Added |
| UBS Group AG | 1,126,356 | $57.8M | 0.01% | +289,284+34.6% | Added |
| Westwood Holdings Group Inc. | 1,118,650 | $57.4M | 0.41% | +117,449+11.7% | Added |
| Dimensional Fund Advisors LP | 1,014,040 | $52.0M | 0.01% | −9,673−0.9% | Reduced |
| First Trust Advisors LP | 913,911 | $46.9M | 0.04% | −45,624−4.8% | Reduced |
| Bank of New York Mellon Corp | 873,172 | $44.8M | 0.01% | +7,365+0.9% | Added |
| Morgan Stanley | 864,748 | $44.4M | 0.00% | +234,049+37.1% | Added |
| Charles Schwab Investment Management Inc | 855,050 | $43.9M | 0.01% | −25,948−2.9% | Reduced |
| Massachusetts Financial Services Co | 853,232 | $43.8M | 0.01% | −42,566−4.8% | Reduced |
| Northern Trust Corp | 816,545 | $41.9M | 0.01% | −56,799−6.5% | Reduced |
| Invesco Ltd. | 796,458 | $40.9M | 0.01% | −9,964−1.2% | Reduced |
| Victory Capital Management Inc | 790,791 | $40.6M | 0.03% | −38,466−4.6% | Reduced |
| Norges Bank | 768,578 | $39.4M | 0.00% | +15,947+2.1% | Added |
| Nuveen, LLC | 696,223 | $35.7M | 0.01% | −228,912−24.7% | Reduced |
| ProShare Advisors LLC | 694,532 | $35.6M | 0.07% | −12,333−1.7% | Reduced |
| AQR Capital Management LLC | 676,144 | $34.7M | 0.03% | +93,081+16.0% | Added |
| GW&K Investment Management, LLC | 622,635 | $31.9M | 0.29% | −25,528−3.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 549,480 | $28.2M | 0.10% | +3,172+0.6% | Added |
| Gabelli Funds LLC | 546,200 | $28.0M | 0.20% | −300−0.1% | Reduced |
| William Blair Investment Management, LLC | 483,874 | $24.8M | 0.07% | −40,404−7.7% | Reduced |
| Raymond James Financial Inc | 473,043 | $24.3M | 0.01% | −81,979−14.8% | Reduced |
| Thrivent Financial for Lutherans | 453,993 | $23.3M | 0.05% | −22,498−4.7% | Reduced |
| Qube Research & Technologies Ltd | 429,484 | $22.0M | 0.03% | +228,350+113.5% | Added |
| Voya Investment Management LLC | 345,896 | $17.7M | 0.02% | +56,667+19.6% | Added |
| Legal & General Group Plc | 333,623 | $17.1M | 0.00% | +2,724+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 309,551 | $15.9M | 0.03% | +10,380+3.5% | Added |
| JPMorgan Chase & Co | 296,304 | $15.2M | 0.00% | −32,288−9.8% | Reduced |
| MetLife Investment Management | 294,567 | $15.1M | 0.09% | +193,292+190.9% | Added |
| Gamco Investors, Inc. Et Al | 273,350 | $14.0M | 0.14% | 00.0% | Unchanged |
| Principal Financial Group Inc | 270,624 | $13.9M | 0.01% | +89,432+49.4% | Added |
| Bridgewater Associates, LP | 252,753 | $13.0M | 0.05% | +156,865+163.6% | Added |
| Rhumbline Advisers | 221,810 | $11.4M | 0.01% | +11,932+5.7% | Added |
| Ancora Advisors, LLC | 219,385 | $11.3M | 0.23% | −1,940−0.9% | Reduced |
| Goldman Sachs Group Inc | 216,738 | $11.1M | 0.00% | −80,047−27.0% | Reduced |
| Brandywine Global Investment Management, LLC | 212,475 | $10.9M | 0.08% | −8,300−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 211,979 | $10.9M | 0.04% | −28,832−12.0% | Reduced |
| Russell Investments Group, Ltd. | 201,628 | $10.3M | 0.01% | +5,484+2.8% | Added |
| UBS Asset Management Americas Inc | 199,284 | $10.2M | 0.00% | +44,508+28.8% | Added |
| Renaissance Technologies LLC | 185,126 | $9.50M | 0.01% | +45,400+32.5% | Added |
| Jane Street Group, LLC | 178,763 | $9.17M | 0.01% | −64,307−26.5% | Reduced |
| Aventail Capital Group, LP | 174,584 | $8.96M | 0.40% | +7,582+4.5% | Added |
| Barclays PLC | 154,416 | $7.92M | 0.00% | +28,575+22.7% | Added |
| Ameriprise Financial Inc | 138,184 | $7.09M | 0.00% | −7,859−5.4% | Reduced |
| Mutual of America Capital Management LLC | 137,020 | $7.03M | 0.08% | +20,931+18.0% | Added |
| Cubist Systematic Strategies, LLC | 136,715 | $7.01M | 0.08% | +114,391+512.4% | Added |
| Dark Forest Capital Management LP | 134,812 | $6.92M | 0.28% | +119,494+780.1% | Added |
| Price T Rowe Associates Inc | 133,291 | $6.84M | 0.00% | +20,631+18.3% | Added |
| Two Sigma Investments, LP | 132,951 | $6.82M | 0.01% | +17,063+14.7% | Added |
| Kempen Capital Management N.V. | 131,048 | $6.72M | 0.06% | +24,554+23.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 128,561 | $6.60M | 0.02% | +87,360+212.0% | Added |
| Prudential Financial Inc | 126,402 | $6.48M | 0.01% | +30,016+31.1% | Added |
| Yaupon Capital Management LP | 122,414 | $6.28M | 0.42% | +122,414 | New |
| South Dakota Investment Council | 122,311 | $6.28M | 0.12% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,357 | $6.07M | 0.03% | +798+0.7% | Added |
| Alliancebernstein L.P. | 118,226 | $6.06M | 0.00% | −8,989−7.1% | Reduced |
| Jupiter Asset Management Ltd | 117,404 | $6.02M | 0.05% | −53,647−31.4% | Reduced |
| Swiss National Bank | 117,083 | $6.01M | 0.00% | −1,700−1.4% | Reduced |
| First PREMIER Bank | 114,032 | $5.85M | 1.42% | +42,784+60.0% | Added |
| Advisors Asset Management, Inc. | 107,950 | $5.54M | 0.10% | −22,013−16.9% | Reduced |
| Two Sigma Advisers, LP | 106,300 | $5.45M | 0.01% | −5,000−4.5% | Reduced |
| Mairs & Power Inc | 102,928 | $5.28M | 0.05% | −20,957−16.9% | Reduced |
| Voloridge Investment Management, LLC | 94,638 | $4.85M | 0.02% | −85,748−47.5% | Reduced |
| Meritage Portfolio Management | 92,946 | $4.77M | 0.30% | −1,543−1.6% | Reduced |
| Citadel Advisors LLC | 91,116 | $4.67M | 0.00% | +49,130+117.0% | Added |
| Brevan Howard Capital Management LP | 90,320 | $4.63M | 0.05% | +47,123+109.1% | Added |
| First Manhattan Co | 88,644 | $4.55M | 0.01% | −5,055−5.4% | Reduced |
| Wedge Capital Management L L P | 87,806 | $4.50M | 0.08% | −2,382−2.6% | Reduced |
| Susquehanna International Group, LLP | 82,869 | $4.25M | 0.01% | −27,252−24.7% | Reduced |
| Great West Life Assurance Co | 77,210 | $3.96M | 0.01% | +2,664+3.6% | Added |
| Conning Inc. | 77,076 | $3.95M | 0.14% | 00.0% | Unchanged |
| Boston Partners | 75,542 | $3.88M | 0.00% | +46,786+162.7% | Added |
| New York State Teachers Retirement System | 75,475 | $3.87M | 0.01% | −30.0% | Reduced |
| Retirement Systems of Alabama | 75,020 | $3.85M | 0.01% | +376+0.5% | Added |
| Oliver Luxxe Assets LLC | 74,255 | $3.81M | 0.68% | +2,563+3.6% | Added |
| Deutsche Bank AG | 73,310 | $3.76M | 0.00% | −75−0.1% | Reduced |
| Federated Hermes, Inc. | 73,268 | $3.76M | 0.01% | −5,076−6.5% | Reduced |
| First Eagle Investment Management, LLC | 72,999 | $3.74M | 0.01% | −60,200−45.2% | Reduced |
| Heartland Advisors Inc | 69,504 | $3.57M | 0.20% | +13,202+23.4% | Added |
| Manufacturers Life Insurance Company, The | 66,067 | $3.39M | 0.00% | −1,509−2.2% | Reduced |
| Wells Fargo & Company | 64,546 | $3.31M | 0.00% | −12,241−15.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 64,359 | $3.30M | 0.21% | +60,130+1,421.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 63,020 | $3.23M | 0.17% | −1,595−2.5% | Reduced |
| Millennium Management LLC | 61,793 | $3.17M | 0.00% | −36,837−37.3% | Reduced |
| California State Teachers Retirement System | 60,875 | $3.12M | 0.00% | +110+0.2% | Added |
| Comerica Bank | 59,877 | $3.07M | 0.01% | +1,090+1.9% | Added |
| Commonwealth Equity Services, LLC | 59,466 | $3.05M | 0.00% | +5,642+10.5% | Added |
| Envestnet Asset Management Inc | 55,378 | $2.84M | 0.00% | +622+1.1% | Added |
| Maryland State Retirement & Pension System | 55,315 | $2.84M | 0.06% | +3,304+6.4% | Added |
| Mathes Company, Inc. | 55,205 | $2.83M | 1.05% | +55,205 | New |